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J.W. Cole Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

J.W. Cole Advisors’s Portfolio GOVI Stock Details GOVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-24,909
Closed -$859K – 259
2019
Q4 		$859K Buy
+24,909
New +$872K 0.11% 212

Other funds holding GOVI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $58.4M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's GOVI Position: Q1 2020 in Review

J.W. Cole Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2020, closing a stake of 24,909 shares — an estimated $859K sold.

J.W. Cole Advisors first reported a position in GOVI in Q4 2019 and held it in 1 quarter. The position peaked at $859K in Q4 2019. 48 funds tracked by Wall St. Rank hold GOVI as of Q1 2020.

  • J.W. Cole Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 24,909 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2020, an estimated $859K.
  • J.W. Cole Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $859K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.